Financial Representative
Mark J. Beardi joined Alliance Advisory Group in April 2009. Mark received his Bachelor of Science degree in Applied Economics and Business Management from Cornell University in 1994 and he earned an MBA in Finance from the Wharton School of the University of Pennsylvania in 2001. Prior to joining Alliance, Mark acquired nearly 15 years of experience in the financial services industry with BlackRock, Morgan Stanley, Merrill Lynch and M&T Bank. This experience included institutional asset management, corporate finance, investment banking and commercial banking.
Mark chose Alliance because of its commitment to building and nurturing long term client relationships. This fit with his desire to help people improve the quality of their lives by helping them achieve financial peace of mind. During his first year with the firm, Mark qualified for Guardian’s Leaders’ Club and he was awarded Guardian’s Client Builder Award.
In his personal time, Mark enjoys golf, tennis, reading and live music. He is an avid sports fan who enjoys following the Bills, Sabres and Yankees. Mark is also a proud alumnus of Canisius High School (1990).
Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services offered through PAS. Field Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Alliance Advisory Group, Inc. is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA, SIPC.
Insurance licensed in NY.
Securities licensed in NY.
No offers may be made or accepted from any resident outside these specific states.
